Sagepro Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee is $250 an hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“The fixed fee can range from $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sagepro Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of SagePro’s fees within five business days of signing the agreement.”
• “The fees are negotiable and depend on the type and complexity of the planning.”
• “The fees are collected in arrears after the financial planning services are rendered.”

How Sagepro Wealth Management’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Chantilly that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Virginia median of $4,250. 63% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Sagepro Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

24

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304384

Website

sageprowm.com (opens in new tab)

Phone

(240) 606-3144

Can advise clients in 2 states: Maryland, Virginia

Other planners in Chantilly that publish fees

• Magnus Financials LLCChantilly$100/hr, $1,000/yr
• Omsai Com LLCChantilly$250/hr, $500⁠-⁠$5,000
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750

Compare all 5 planners in Chantilly